"Panasonic Restructures Security Group"-again & again & ..........
Panasonic Restructures Security Group
This summer, we reported that Panasonic System President's resignation / termination. Now, we are seeing significant changes in terms of how Panasonic goes to market.
In this note, based on feedback from Panasonic, we examine those changes, how it impacts their competitive positioning and how the recently acquired Video Insight VMS is helping their business.
Previous *****
********* ********** *** ** ******** ***** of **** ***** ***** *******. ************ only ********, ********* ***** ***** ** having *** ***** *** ********* ************ *******, Panasonic ******* *******, ********* ******* *****, Panasonic ***** *****, ********* ******** ***** ******* etc. *** ********. **** *** *** by *** ****** ********* ****** *********.
*** ***** *****-******* ***** ***, *********, a *** *** *** ***** ************ for **** *******, **** ** (*) buyers *** ***** ************ *** ********* different **** *** ***** ********* ********, (2) ***** ***** ** ** *********** among **** ** ***** *******, *****'* little ********** ******* *****, (*) *** discounts *** **** ** ***** ****** departments, ***.
New *****
**** *** ********* ***, ** *** ** that *****. ********* ** ********* ** a **** *********** ******* ******* ***** approach ***** ***** ******** **** ***** on ******* ******** ********, **** ***** surveillance, ******* ** ****** ** **** / *****-**** ******* ********* ********.
********* ** ********* *** ****** ** regional ***** ******** (***** **** **** TAMs) ********* ** ******** / ************. They *** **** ******* *** ** their *** *****. *** ******** ***** people **** **** **** ******* / directly **** ******** ********** ** ********* (a ****** ******** ********).
****
********* **** **** **** *** ***** authorized ******** ******* **** **** **** to ***, ** ******** *** ******* for ***** **** ***** ** ******* Panasonic.
** *** ********* ********* ******* *** 5 - ** ****** **** ***** US ***** ************ *****, ****** ********* says **** ***** ** ******* * significant *** ******** ****** ** ** security (****** ********* ** *** **** new *****), ** **** *********** **** the *** ** *** *****. ***** these ******, ** ** **** *** us ** **** *** **** ******* Panasonic ** ******* ** ******** ***** security ***** / ******* ****.
************
********* **** **** ***** ******* ** doing **** ****. **** ***** ************* continue ** ** *** **********. *******, Panasonic ** ******** ** **** ** take ********* ** ***** *******'* ***. The **** *********** ** **** **'* VMS ** ******* *** *** ********* ****** *****. ************, ********* **** **** *** improving ***** ******* ********* ** *** VI *** ** ****** ***** / package ** ** ****** *********. ****** VI ** *** ** *** **** level ** *** ******* *** ***** (like *******), *** ** *** ** quite **** (** *** **** ******* ****) ***, *** ****, ******** ** the $*** - $*** ****** *** higher *** ***********, **** ******** * big ********* *** *********.
** ******* **** *********** **** ***** be ********* ******** *** **** / Milestone ** *********, ** / **** they **** ****** ** ** **.
Outlook *** *********
******** **** ** * *********** ******** sales ***** ****** **** ****** ** correcting * *******. ** ******* **** will **** ********* ** **** ******* within *** ******** ********, ********* **** have **** ********** **** ** *** the **** *** *****.
****, ** **** **** ** ***** VI *** ***** *******, ***** **** have **** ******** / ********, ** think **** **** ******* ******* ****.
** ******, **** ***** ******* ************ manufacturer, ********* **** ***** ** ********** by *** ******* *********** *** *** aggresively ********* **** *** ****** ******* with ******* ******* ******** ** * fraction ** *********'* *******. **** ****, Panasonic's ***** **** ****** **** **** better *******.